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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
3876
TrustWell Financial Advisors
Florida
$610K +$604K +1,213 New
CWM
3877
Cedar Wealth Management
California
$609K – – –
AHC
3878
Adell Harriman & Carpenter
Texas
$608K +$92K +185 +18%
WCM
3879
Windsor Capital Management
Arizona
$606K – – –
FF
3880
Friday Financial
Iowa
$606K +$498 +1 +0.1%
BWM
3881
Brickley Wealth Management
California
$604K +$5.47K +11 +0.9%
TCM
3882
Traub Capital Management
Massachusetts
$603K -$98K -197 -14%
T
3883
TrueFG
Texas
$603K -$149K -300 -20%
HFS
3884
Hughes Financial Services
Virginia
$602K +$421K +847 +241%
GIC
3885
GFI Investment Counsel
Ontario, Canada
$602K – – –
FAM
3886
Flaharty Asset Management
Florida
$601K -$77.1K -155 -11%
BCM
3887
Basso Capital Management
Connecticut
$600K +$566K +1,138 +2,032%
EGM
3888
Engineers Gate Manager
New York
$600K -$438K -881 -42%
AC
3889
Attessa Capital
Arizona
$600K -$12.4K -25 -2%
BWA
3890
Bestgate Wealth Advisors
Maryland
$600K -$4.48K -9 -0.7%
PFA
3891
Portland Financial Advisors
New York
$599K – – –
LFPWM
3892
Leicht Financial Planning & Wealth Management
New Jersey
$598K – – –
SFG
3893
Shum Financial Group
California
$598K -$1.49K -3 -0.3%
BCP
3894
Blackhawk Capital Partners
Wisconsin
$598K – – –
FB
3895
Finward Bancorp
Indiana
$597K -$21.4K -43 -3%
DWA
3896
Davis Wealth Advisors
New Hampshire
$597K +$591K +1,188 New
RFN
3897
Redwood Financial Network
Ohio
$597K – – –
OC
3898
Opinicus Capital
Florida
$597K +$3.48K +7 +0.6%
GAM
3899
GEM Asset Management
Michigan
$596K -$4.48K -9 -0.7%
FWP
3900
Fiduciary Wealth Partners
Massachusetts
$596K -$35.3K -71 -6%
154 155
156
157 158